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Sylvia Varnham O'Regan @ The Information · 07/23/2025 12:07 EDT

White House Releases AI Action Plan

The White House released the administration’s long-awaited “AI Action Plan” Wednesday, laying out a blueprint which, if followed, would give AI companies more room to expand with fewer restrictions. The document, which was developed by the Office of Science and Technology Policy and ... Read more

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The Information
Stephanie Palazzolo @ The Information 1 place · 07/23/2025 10:00 EDT

The Enterprise Data War Hits OpenAI

Slack is the glue that holds OpenAI together: Everyone at the 3,000-person company constantly uses the messaging app to discuss their work, former employees have said.So perhaps it’s no surprise that as OpenAI tried to turn ChatGPT into a core enterprise productivity app that connects to all the other apps people use for work, it wanted customers—and OpenAI employees!—to be able to access their Slack messages and files directly from... Read more

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The Information
Nick Wingfield @ The Information · 07/23/2025 09:42 EDT

Tom Conrad Becomes Permanent Sonos CEO

Sonos’ interim chief executive officer is dropping the interim from his title. In a post on X, Conrad said that Sonos’ board of directors had invited him to become the permanent CEO of the maker of internet-connected speakers. Conrad, a longtime Sonos board member, stepped into the interim role ... Read more

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Anissa Gardizy @ The Information · 07/23/2025 09:09 EDT

Upstart Crusoe’s Audacious Plan to Take On Cloud Giants

Crusoe, the startup developing a giant data center for OpenAI’s $500 billion Stargate effort, is raising around $1 billion in a bid to join the race to provide computing power for artificial intelligence. The company burst into AI by promising quick access to electricity for power-hungry data centers. Its new effort will leverage that position to build its own data centers and manufacturing equipment and to rent out AI chips.... Read more

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Qianer Liu @ The Information · 07/23/2025 07:23 EDT

Amazon Shuts Down Shanghai AI Lab

Amazon is closing its artificial intelligence lab in Shanghai due to rising U.S.-China tensions, according to the Financial Times. Wang Minjie, a scientist at the lab, said on the WeChat social networking app that the team was “being dissolved due to strategic adjustments amid US-China tensions” ... Read more

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Juro Osawa @ The Information · 07/23/2025 00:19 EDT

Alibaba Launches Open-Source AI Coding Model

Chinese tech giant Alibaba Group has launched an open-source artificial intelligence coding model, in a challenge to Anthropic and other U.S. competitors. In a statement released Wednesday, Alibaba touted the new model, Qwen3-Coder, as its most advanced AI coding model to date. The company also ... Read more

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The Information
Rocket Drew @ The Information · 07/22/2025 21:03 EDT

Amazon Buys Bee AI Wearable Startup

Amazon is acquiring Bee, a startup that develops a wearable AI device for listening to users’ conversations, Bee co-founder and CEO Maria de Lourdes Zollo announced. Bee makes a $50 watch that transcribes daily conversations and summarizes them in a smartphone app. All Bee employees have ... Read more

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Theo Wayt @ The Information · 07/22/2025 20:03 EDT

Will the Meme Stock Rally Save Tesla?

If you’re a renter who’s worried you’ll never be able to afford to buy a home, consider looking for ways to get rich quick in the stock market! For instance, investing in an unprofitable, shrinking home-flipping company can be a surprising moneymaker. I’m talking specifically about Opendoor, whose shares are up more than 400% this month. Opendoor, which went public through a Chamath Palihapitiya–backed special purpose acquisition company deal in... Read more

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Erin Woo @ The Information · 07/22/2025 17:30 EDT

Snap Head of Revenue Product Announces Departure

Darshan Kantak, senior vice president of revenue product at Snap, the maker of Snapchat, is leaving the company, a Snap spokesperson confirmed. His departure comes two weeks before Snap is scheduled to report second quarter earnings, when its ad sales performance will be in the spotlight. In ... Read more

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The Information
Kaya Yurieff @ The Information · 07/22/2025 17:00 EDT

What to Expect from Meta, Snap, YouTube Earnings

Earlier this year, uncertainty stemming from the Trump administration’s tariffs seemed poised to hurt advertising demand. But those worries seem to have faded during the second quarter as President Trump postponed tariff deadlines. In fact, ad spending growth accelerated for Meta Platforms, YouTube, Google’s paid search advertising and sponsored products on Amazon during the three month period ending in June, according to estimates from a new report from Tinuiti. The... Read more

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The Information
Natasha Mascarenhas @ The Information 2 place · 07/22/2025 16:37 EDT

This Cybersecurity Startup Is the Latest to Try Recurring Tenders

We’ve written a lot lately about the hefty stock packages companies like Meta Platforms, OpenAI and others are dishing out to recruit artificial intelligence researchers. Outside AI, many private company CEOs are also recalibrating how they use shares to keep and reward people. Take, for instance, Armis. The nine-year-old cybersecurity startup has recently completed a $100 million buyback of shares held by current employees, funded by new and existing investors,... Read more

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The Information
Kalley Huang @ The Information 1 place · 07/22/2025 16:07 EDT

Meta Hires Three Google AI Researchers Who Worked on Gold Medal-Winning Model

Meta Platforms has hired three more artificial intelligence researchers from Google DeepMind as Meta CEO Mark Zuckerberg continues his aggressive efforts to recover from stumbles earlier this year with an unprecedented AI recruiting push. The latest hires—Tianhe Yu, Cosmo Du and Weiyue Wang—worked on a version of Google’s Gemini model that the search giant this week said had solved problems in this year’s International Math Olympiad at a level that... Read more

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Kevin McLaughlin @ The Information 3 place · 07/22/2025 13:49 EDT

Box CEO Says AI Will Entrench Old-Guard Enterprise Apps, Not Hurt Them

Salesforce, Figma and other enterprise app firms have responded to a potential threat from artificial intelligence startups by limiting the startups’ access to customer data or files, even if the customers themselves give permission. But Aaron Levie, CEO of file storage firm Box, which turns 20 this year, says his company has no intention of following Salesforce’s move.“Fundamentally, it’s our customers’ data, and we are the platform for helping them... Read more

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The Information
Miles Kruppa @ The Information · 07/22/2025 13:27 EDT

Musk’s xAI taps Valor for $12 billion to purchase AI chips

Elon Musk’s xAI is turning to loyal backer Valor Equity Partners to raise $12 billion for purchasing artificial-intelligence chips it would then lease to the AI company, the Wall Street Journal reported. The Valor deal would help xAI expand its access to high-powered chips as it competes with ... Read more

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The Information
Theo Wayt @ The Information · 07/22/2025 11:17 EDT

Trump Administration Seeks SpaceX Alternatives for ‘Golden Dome’ Project

The Trump administration is trying to look for alternatives to Elon Musk’s SpaceX for its “Golden Dome” missile defense project, Reuters reported Wednesday. U.S. officials have spoken with other companies including Amazon, which is launching satellites for its Project Kuiper satellite internet ... Read more

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The Information
Stephanie Palazzolo @ The Information · 07/22/2025 10:00 EDT

Where Reinforcement Learning is Going

Ever since researchers began noticing a slowdown in improvements to large language models using traditional training methods, they’ve shifted to reinforcement learning, a technique that rewards a model for accomplishing certain goals and penalizes it for other behaviors, as we covered last week.That typically means human experts giving feedback on model outputs or showing a model examples of tough questions and answers in fields like software engineering, biology and medicine—essentially,... Read more

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The Information
Aaron Tilley @ The Information 3 place · 07/22/2025 09:00 EDT

Why Apple Is Losing Ground in the AI Talent War (It’s Not Just Money)

Earlier this year, the Apple team working on the company’s artificial intelligence models wanted to release several of them as open-source software. Doing so would have shown Apple’s technical progress in AI while also harnessing the help of outside researchers to improve the models. Still, it also would have revealed to the public how dramatically the performance of the models dropped when Apple shrunk them to fit on iPhones, compared... Read more

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The Information
Anissa Gardizy @ The Information · 07/22/2025 06:00 EDT

OpenAI Greatly Expands Data Center Deal With Oracle

OpenAI and Oracle said Tuesday that they agreed to develop an additional 4.5 gigawatts of data center capacity in the U.S., increasing their earlier agreement ninefold. The deal comes as other artificial intelligence developers including xAI and Meta Platforms tout their plans for big clusters ... Read more

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The Information
Martin Peers @ The Information · 07/21/2025 20:00 EDT

Microsoft’s Persistent Cybersecurity Sore

Will Microsoft dock Satya Nadella’s pay again this year? The software giant faced the latest in a seemingly endless string of security breaches over the weekend, when it told customers that hackers were exploiting a flaw in its SharePoint file-sharing software. According to a statement by cybersecurity firm Palo Alto Networks, the fact that SharePoint is integrated with Microsoft’s other services, such as Office, Teams and Outlook, makes the hack... Read more

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The Information
Anissa Gardizy @ The Information · 07/21/2025 19:14 EDT

OpenAI, SoftBank at Odds Over Data Center Project

A joint venture between OpenAI and SoftBank to develop $500 billion worth of data centers for artificial intelligence is off to a slow start. The companies have scaled back their initial plans due to disagreements and may only develop a small data center by the end of the year, according to the ... Read more

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